SB2 – About
Salter Brothers Emerging Companies Ltd (ASX: SB2) is a listed investment company with an Investment Portfolio focused on Emerging Companies which are predominantly Australian listed and unlisted securities with market capitalisations under $500 million at the time of the initial investment.
Through SB2, investors gain access to:
- A concentrated portfolio of typically 25 to 30 investments in predominantly Australian listed and unlisted securities of Emerging Companies;
- An actively managed, fundamentals-based investment approach with a focus on capital preservation, long term capital growth and income from its investments;
- Attractive risk adjusted returns over the long term (which the Company considers to be a period of more than five years;
- An Investment Portfolio that is compositionally different to the ASX-Small Ordinaries Accumulation Index;
- An Investment Portfolio which is compliant with the requirements of the SIV Regime;
- The Investment Team of Salter Brothers Funds Management that have experience investing in listed and unlisted companies in Australia and overseas
Experience, scale and track record
Salter Brothers Emerging Companies Ltd will leverage the people, resources and relationships of Salter Brothers, which manages $3 billion in assets and has extensive experience investing in listed and unlisted companies in Australia and overseas.
About the Investment Team
Salter Brothers Funds Management Pty Ltd, a corporate authorised representative of Salter Brothers Asset Management (AFSL number 308971) has been appointed to manage the Investment Portfolio of the Company. The Manager was founded in 2015.
The Board believes that its Directors and the Investment Team together have the required experience and expertise in funds management, listed and unlisted equities and corporate governance.
Gregg has 25 years of international business experience across capital markets, advisory, technology, sport and construction. He is highly entrepreneurial and has founded and led various businesses across each of these sectors. Gregg was Founding Director, Chief Investment Officer and Listed Equity Portfolio Manager of Bombora Investment Management for four years. He established the business, processes, managed the operations and designed and ran their unique investment strategy applying active management to a concentrated portfolio of private and public emerging growth companies.
Prior to Bombora Investment Management, Gregg’s other investment experience includes roles at Blue Ocean Equities, Schroders Investment Management, Bridges Financial Services and Wilson HTM.
Gregg is also an experienced ASX Director across multiple sectors holding roles including Non-Executive Chairman, Non-Executive Director, Head of Audit & Risk Committee and Head of Remuneration & Nominations Committee
Gregg holds a Bachelor of Commerce, Economics and Finance from the University of Wollongong and is a Chartered Financial Analyst (CFA).
Before joining Salter Brothers, Advait worked with Gregg at Bombora Investment Management where he was an Investment Analyst for the Bombora Special Opportunities Growth Fund, working across both the listed and unlisted portfolios. Prior to this Advait worked for the UBS Investment Bank where he conducted due diligence and research on various Emerging Companies.
Advait holds a Bachelor of Commerce (Finance Major) from the University of NSW.
Francis is a 3rd year student at the University of Technology Sydney (UTS) studying a Bachelor of Business majoring in Finance with sub-majors of Economics & Accounting in Practice. He will support the team with company research and financial modelling.
Demonstrates a willingness to collaborate with others as opposed to working independently. Collaboration requires focusing on team, as well as individual goals, and actively assisting group and contractor team members towards the achievement of common goals.
At all times has a focus on building strong professional relationships with investors, clients and other stakeholders. Is sensitive and aware of their needs and ensures that they are communicated with in a respectful but assertive (where required) fashion, with the goal of building a mutually beneficial relationship. Has an ability to work within a variety of situations, groups or individuals.
Creativity and Innovation
Approaches work with creative flair and innovative, intelligent problem solving. Demonstrates an entrepreneurial mind-set.
Always work to the highest possible standard. Focuses on return to investors. Displays respect and professionalism in dealings with all people – colleagues, investors, clients, suppliers and other stakeholders. Focuses on what is the right thing to do and ensure procedure and processes allow us to demonstrate this to regulators.
Responsibility for Outcomes
Operates with a high degree of autonomy and is effective under pressure. Takes responsibility for outcomes across the business and specific areas of management.
Concern for Quality and Standards
An underlying drive to minimise risks and eliminate errors through constant monitoring, checking and compliance with standards and documentation. This includes an attention to detail and the ability to plan, organise, prioritise, schedule, monitor and control work in the short and long term.
John Vatovec has over 37 years’ experience in equity capital markets, hedge funds and portfolio management. John has a long-established network in Australasia amongst corporates, investment banks, hedge fund managers and family offices.
John commenced his career at Prudential Portfolio Managers progressing through various analyst and senior portfolio management roles, before moving to Macquarie Bank where he held senior roles within Macquarie Equities. John was responsible for launching and building Macquarie’s Asian equity broking business as well as being responsible for global Hedge Fund client management. John then moved to Lowy Funds Group as a Senior Fund Manager and Investment Committee member for six years, before being appointed a Non-Executive Director of Van Eyck 3 Pillars, a listed investment company.
John then established MAP Capital Advisors NSW where he has been involved in numerous capital raising and advisory mandates.
John holds a Bachelor of Commerce majoring in Accounting and Finance from the University of NSW, is a graduate of FINSIA, and holds FINRA Qualifications (Series 7, 24 and 63).
Marcos has over 30 years’ experience in leading and advising on mergers and acquisitions, corporate strategy, governance, private equity raising and investments. Marcos has held a number of senior management positions in the telecommunications, technology and resources sectors with Benchmark Factory – NASDAQ:DELL (USA), SpeedCast – ASX:SDA (Hong Kong), Damovo-Ericsson – NASDAQ:ERIC (Australia) and Deloitte Consulting (Australia & Hong Kong) specialising in corporate strategy, and mergers and acquisitions. Recently, Marcos also held the role of Executive Director and Company Secretary at Kazakhstan Potash Corporation Limited (ASX:KPC). Prior to this, Marcos was joint founder and Director of MAP Capital Advisors, a boutique corporate advisory and funds management business.
Marcos holds a Bachelor of Arts (University of Melbourne) and a Master of Business Administration (Swinburne University of Technology).
Robert is a Founder and the Chief Executive Officer of Salter Brothers and has over 20 years’ experience in the financial services industry.
Prior to co-founding Salter Brothers, Robert was a Senior Investment Advisor at Macquarie Bank Limited. He provided investment advice to high net worth and ultra-high net worth individuals in the Asia Pacific region, encompassing asset allocation, structuring and investment selection. Before this, he held similar roles as a Director with UBS Wealth Management and also at Merrill Lynch Private. Prior to his career as an investment advisor, Robert worked overseas, principally in Switzerland, as the Deals Desk Head for the Metals and Minerals Division of Trafigura Beheer BV, a physical commodity trader. Robert was responsible for the management of the Global Derivatives book encompassing both the hedging of physical price risk and all proprietary trading activities.
Robert is a member of Chartered Accountants Australia and New Zealand (CAANZ). He holds a Bachelor of Commerce (University of Melbourne), is PS146 Accredited and was an Accredited Derivatives Advisor Levels 1 & 2 with Macquarie Equities.